Creating a Lead for an Account

Create a new lead for an account.

  1. Select Accounts.
  2. Select an account to view the account fact sheet.
  3. (Windows Mobile Standard). Select Leads.
  4. Select Menu > Create Lead.
  5. Select the Lead Type, then click Next.
  6. Select the Partner Type, then click Next.
  7. Enter the lead details, then select Next.
  8. Select Save.
Related tasks
Searching Accounts
Viewing Accounts
Creating a New Account
Creating an Opportunity for an Account
Calling the Account Phone Number
E-mailing an Account
Updating Account Details


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com